Certified Public Accountants
Meet Our New Team!

 

 

As most of you know, we had to say good-bye to some

key staff members last year.  But we are happy to announce

that we are now fully staffed - ready, willing and able!

  
Our fearless leader with the troops ready for battle. Bring it on!
 
Click here for the photos and bio's of our awesome new staff members:
  1. Linda Sullivan, CPA - Staff Accountant
  2. John David, CPA - Staff Accountant
  3. Michael Burgess, CPA - Tax Manager
  4. Iris Newsome, MBA, CPA - Tax Manager
  5. Crystal Musso -  Admin/Processing Assistant
  
REMINDER: Tuesday, March 1 is the deadline for sending us your information for returns due on April 18 !   These include individual, LLC's, partnerships, and trusts.  We cannot guarantee timely filing when information is provided to us after March 1.
  
SENDING IN YOUR DOCUMENTS:
 
  • If you submit paper documents, please do not staple them, as we will need to scan them. 
  • To send us your documents securely, you can use the portal and add them to your Organizer before you "Send to Preparer" (you can only send the Organizer to us one time!).
  • You can also upload documents through File Exchange on the portal.  If you use File Exchange, please title the documents specifically, especially if you have multiple entities.
  • If you have many entities, we can set up Folders for each one - contact Katie before uploading or for any assistance with using the portal.
  • Go to our website for FAQ's and to log in to your portal.
  
FRAUD PREVENTION 
There is always a surge of phone and email scams during tax season, and it seems to be getting worse.  In fact, the IRS has seen a 400% increase in phishing and malware schemes so far this year, and we know of several clients who have received fraudulent phone calls. Take a look at the IRS top tax scams for 2016.
The Colorado Department of Revenue is reminding taxpayers that they are increasing efforts to prevent refund fraud. They will NOT call or email you to request personal information, but the department may send letters through the postal service to request verifications related to suspicious income tax filings.
Please be vigilant and extremely careful with your personal information!  We are also committed to protecting the information you share with us, and we continually review our procedures for keeping data secure.  Here is a copy of our Privacy Notice.
 
Nancy Carter
Boulder CPA Group
Website     About     Staff     Services     Portal     Contact     Tools